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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: CookiePuss who wrote (25735)	8/28/2000 4:30:10 PM
From: john defreitas	Respond to of 27307

mike, Bryon Wein from Morgan on CNBC saying he likes YHOO. looks like someone knew this downgrade was coming from the range it traded on Friday. the Lehman analyst is on CNBC at 450pm. want to see what else she has to add.

To: CookiePuss who wrote (25735)	8/28/2000 5:08:58 PM
From: john defreitas	Read Replies (3) \| Respond to of 27307

mike, the take on Holly Becker is that she is concerned about revenues from dotcom advertisers, but if i recall Tim Koogle last quarter was asked about this revenue and said only about 10% of their revenue came from questionable dotcoms. Steve Frank contacted YHOO and they state that still comfortable with quarter. Becker thinks they will be in line 3qr but problem in 4th. interestingly enough long term is not the issue. it seems a bit early to say 4th quarter will not be strong at this stage and to say that there are not other advertisers to replace the dotcoms. i just saw a YHOO/PEPSI joint site. later, john

To: CookiePuss who wrote (25735)	8/28/2000 6:22:30 PM
From: Danny	Respond to of 27307

First, there is no question YHOO is the stock to own long term wise. So, let's talk about the short term possiblity and this downgrade. In my mind, this downgrade is designed in such a way that their client could buy back YHOO because they badly underestimated YHOO's potential last quarter. Many of their client sold YHOO at 100-110 area because they believed that YHOO's business is in trouble. The blowout earning from YHOO handled these people sort of "missing the boat" feeling. And there is no better way to get it back by downgrading YHOO for some reason everybody already knows. Great, if some short-sighted people want to get out, so be it. I will be first person in line to buy more YHOO if this thing touches 100 mark.